跑赢 94% 同行的 Driehaus 新兴市场基金大手笔买进中石油，出清联想

Wallstreetcn
2024.04.02 23:07
彭博汇总数据显示，美国投资顾问公司 Driehaus Capital Management 旗下规模 28.9 亿美元的新兴市场成长基金在 2 月份建仓做多中国石油 H 股等八只股票，清仓淡水河谷 ADR 等八只股票。 增持台积电、新东方 ADR、金沙中国等 73 只股票，减持拼多多和腾讯控股等 24 只股票。 重仓股包括台积电、三星电子、腾讯控股等。
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